LB Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Hold |
32,000
| – | – | 6.52% | 6 |
|
|
2025
Q1 | $8.56M | Hold |
32,000
| – | – | 6.16% | 6 |
|
|
2024
Q4 | $9.5M | Hold |
32,000
| – | – | 7.12% | 5 |
|
|
2024
Q3 | $8.68M | Hold |
32,000
| – | – | 7.54% | 4 |
|
|
2024
Q2 | $7.41M | Hold |
32,000
| – | – | 6.17% | 4 |
|
|
2024
Q1 | $7.29M | Sell |
32,000
-8,000
| -20% | -$1.82M | 7.43% | 4 |
|
|
2023
Q4 | $7.49M | Buy |
+40,000
| New | +$7.49M | 8.22% | 4 |
|